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Sales Pipeline - No Data RRS feed

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    We have created a new Sales Process Workflow that sets Probability, Sales Stage, and Pipeline Phase when a Record is created or the Rating changes.  I made it as an on-demand process so that I could bulk-update all our existing Opportunities.  It looks like everything has run properly, and the Sales Pipeline Funnel Chart on the Dashboard looks correct (other than it is not sorted by Probability).  However, when we run the Sales Pipeline report we get an empty report that says "No Data".  If I click Show All at the bottom of the report, it says "No Opportunity Data".

    Does anyone know why this is happening?  Did I create my Process Workflow incorrectly?

    Thanks,
    Bob

    Wednesday, August 24, 2011 8:34 PM

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    OK, problem totally solved.  For others who may have this problem, there are two important things when creating your Workflow/Process:

    1) Set a Wait state on each step

    2) Make sure you Stop the Workflow when the Opportunity is Won or Lost.

     

    BW

    • Marked as answer by Bob Willer Thursday, August 25, 2011 1:37 PM
    Thursday, August 25, 2011 1:37 PM

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    Hi,

    This sales pipleline graph and report is related to opportuninities data in CRM and this x-axis label value is comming from opportunity entity field "Pipeline Phase" (it is a text value and change will be reflected on graph x-axis if you enter a new value in opportunity record). By default this field is not visible on form so you migth need to drag and drop this field on form or update value using workflow as you progress with sale process.

    Either you can automate pipleline values via workflow (as progress in sales process can update the pipleline values) or you can crete a new OptionSet (Sales Pipleline) field on Opportunity form so when users select the pipleline value, run a simple workflow that will update the value in the text field accordingly.

    f you preffer to automate via workflow then you might need to implement one yourself. For implementaiton you refer to the following links:

    http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/salesworkflow.aspx

    http://blogs.msdn.com/b/dynamicscrmonline/archive/2008/05/23/microsoft-dynamics-crm-sales-process.aspx

    http://cid-5db770d4a500d9c0.skydrive.live.com/self.aspx/Workflow%20Samples/salesprocessWWFsample.zip

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, August 24, 2011 8:50 PM
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    Thanks Jehanzeb, I have a workflow in place that is doing all the proper things from a data perspective as far as I can tell.  If I look in the database my records all have a StepName, SalesStageCode, and a Probability.  However, StepId is NULL, so I am not sure if that is supposed to have a value or not:

     

    Thursday, August 25, 2011 12:02 AM
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    Problem partly solved - turns out I have 3 items now in the "Group By Sales Process" filter, and it defaults to None.  However, when I select the correct sales process, I only see one item on the horizontal axis when grouping by Sales Stage....
    Thursday, August 25, 2011 12:52 AM
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    OK, problem totally solved.  For others who may have this problem, there are two important things when creating your Workflow/Process:

    1) Set a Wait state on each step

    2) Make sure you Stop the Workflow when the Opportunity is Won or Lost.

     

    BW

    • Marked as answer by Bob Willer Thursday, August 25, 2011 1:37 PM
    Thursday, August 25, 2011 1:37 PM